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Step-by-Step Installation Guide

The following is a general tutorial for how to install ThinkUp on an arbitrary web host. This document assumes some familiarity with basic web hosting concepts; you may need to refer to your hosting company's documentation for specifics, or find an environment-specific tutorial in the Community Wiki.

Prerequisites

  • File-system access to a web host, preferably over FTP or SFTP.
  • PHP 5.2 or higher with cURL, input filters, GD, HASH, JSON, the PDO MySQL driver, session support, SimpleXML, and XML enabled.
  • MySQL 5.0.3 or higher.
  • A publicly available web server. (Twitter authorization requires a public callback URL, so you'll need to expose non-public servers to the internet for initial authorization; after that, the server no longer needs to be publicly available.)

Download

imgs/download.png

You can download the latest distribution of ThinkUp from GitHub. The most recent packages are located at the top of the page.

Extract

imgs/extract.png

Once the download has completed, you should extract the contents using whatever tools your operating system provides. When completed, you should be left with a folder named "thinkup".

If your operating system does not automatically remove the .zip installation archive, you can delete it at this time.

Upload

imgs/upload.png

With the installation extracted, connect to your web host using your usual FTP/SFTP client. Navigate to the root folder of your website and upload the "thinkup" folder into it.

(There's no requirement to put ThinkUp in the root directory of your website - we just find it easier. If you place it somewhere else, remember what folder it's in - you'll need to recall this later.)

Recommended: Create Database

At this point, you might want to create a MySQL database for ThinkUp to use. Instructions for how to do this varies from host to host - many web hosting companies provide a control panel for database management, others may give you direct access into MySQL. Please contact your web host's support desk if you're unclear on how to do this.

If you're unable to create a new database but already have an existing one, that's okay too! Be sure to pay attention later, as there's an extra configuration variable you may need to change.

Also, if you have permissions to create a database directly through MySQL, you can skip this step - ThinkUp can create the database during the install procedure.

Before proceeding to the next step, make sure you have:

  • the address of the MySQL server you have access to, also known as the host;
  • the name of the database you either just created, are already using, or want to use;
  • a username and password that has rights to manipulate this database

Launch the Installer

imgs/launchinstaller.png

You're ready to begin the installation process. If you put the ThinkUp installation in the root document folder of your web site, then visit the following URL (replacing yoursite.com with the appropriate domain name):

http://yoursite.com/thinkup/

If you put ThinkUp into a different folder than the site root, you may need to add additional folders to the URL.

Seeing a Permissions Error Message?

At this point, you may see a permissions error message like this one:

imgs/permissionserror2.png

If you're not seeing this error, congrats! You can move on to the next step.

If you are, ThinkUp isn't able to write files to a folder within its own installation because your web host doesn't allow this by default. If you're comfortable working in a terminal session, you can connect via SSH and execute the recommended commands to resolve the problem.

If you're not that technical, don't worry: this is still easy to fix! Reconnect to your FTP/SFTP session, and find the ThinkUp folder you uploaded. Select it, and then look for a menu command named something like "Get Info" or "Manage Permissions". You will likely find a list of "permission bits" you can assign to the folder - just enable the "World/Write" permission and apply it to the folder. (If your client gives you the option of applying the permission to the enclosed items, do so.)

Find out more about :doc:`ThinkUp's folder permissions requirements </install/perms>`.

Create The Configuration File

imgs/startinstall.png

ThinkUp will now prompt you to create a configuration file. Click the "installing ThinkUp" link to begin.

Requirements Check

imgs/reqcheck.png

The first screen in the install process is a requirements check, to ensure your environment matches the requirements listed above. If you see any "No" items here, you will probably need to speak to your web hosting company about getting additional PHP modules enabled.

Configuration Details

The second screen asks you for some information to help configure ThinkUp.

imgs/createaccount.png

The opening section creates your administrative account for the system:

  • Type your name into the Name field.
  • Type your preferred email address into the Email Address field. (Note that you will need to receive an email to activate your account, so don't type just anything here.)
  • Enter your preferred password twice, once in Choose Password and again into Confirm Password.
  • Select the nearest city to you in "Your Time Zone".
imgs/configdb.png

The second section is where ThinkUp needs the details about your database:

  • Under Database Host, enter the address of the server for your database.
  • Under Database Name, type the name of the database you created earlier, or the name of the database you plan on reusing, or the name of the database you'd like to create (if you have permissions to create them directly through MySQL).
  • Under User Name, type the MySQL user name you have been given to access the database.
  • Under Password, type the MySQL password you have been given to access the database.
imgs/configadvanced.png

A third section is available, entitled "Advanced Options", which may be necessary for some hosting environments where you are given a specific MySQL socket or port to connect against. This section also allows you to set a table prefix, which can be very useful if you're reusing an existing database. Most people can leave this section alone.

Activate Your Account

imgs/activate.png

You're in the home stretch! If your :doc:`web server is able to send email </troubleshoot/common/emaildisabled>`, you will receive an email message with the subject line "Activate Your New ThinkUp Account." (Make sure you check your spam folder, too.) Click the link found within the email and your account will be activated - and you'll be ready to use ThinkUp!

You're Done!

Congratulations! (That wasn't so bad, was it?)

At this point you want to get started using ThinkUp - and there's still some more configuration to do - but for those details, you should visit the :doc:`User Guide </userguide/index>`.

If You Get Stuck

Installing web software can be tricky. Every host is a little different, and small things can cause large problems. Luckily, help is here!

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